Track your net worth
Add an account
- On the Accounts tab, tap +.
- Enter a Name and choose a Type.
- Enter what is in the account now under Opening Balance. For a credit card or line of credit, enter what you owe under Amount Owed.
- Tap Save.
Keep balances up to date
An account's balance is its latest balance plus the transactions you add to it afterwards. To add a transaction to an account, choose it under Account when you add the transaction.
To correct a balance:
- Tap the account, then tap Update Balance.
- Enter the balance and tap Save.
See your net worth
- Total Net Worth adds up your accounts, less what you owe, in your base currency.
- Net Worth Trend shows how it has changed. Tap 1M, 3M, 6M, 1Y or All to change the range.
- To hide the total, tap the eye on the Total Net Worth card. This only applies on that device.
Archive or delete an account
- Tap the account, then tap the pencil.
- Tap Archive Account or Delete Account.
An archived account is left out of your net worth until you restore it. Deleting an account keeps its transactions.
Common questions
Why didn't a transaction change my balance?
Only transactions dated after the account's latest balance update count. Check the transaction's Account and date.
Can an account use another currency?
Yes, with Premium. Choose its Currency when you add it. Your net worth converts it to your base currency.
Related guides
Still need help?
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